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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Overview Fund Activity

90 hedge funds and large institutions have $54.7M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
23
Closed
11
Calls
$95K
Puts
$4K
Net Calls
+$91K
Net Calls Change
+$91K

Top Buyers

1
GS
GWN Securities
Florida
$3.17M
2
Jane Street
Jane Street
New York
$2.22M
3
FTUS
Flow Traders U.S.
New York
$1.39M
4
Citadel Advisors
Citadel Advisors
Florida
$878K
5
IA
Integrity Alliance
Iowa
$674K

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$0
2
Raymond James Financial
Raymond James Financial
Florida
$3.27M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$730K
4
EE
EWG Elevate
California
$0
5
CFP
Cascade Financial Partners
California
$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Armis Advisers
Georgia
$532K -$27.4K -1,444 -5%
IA
27
Insight Advisors
Pennsylvania
$519K +$43.9K +2,312 +9%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$396K +$108K +5,670 +37%
IAN
29
Integrated Advisors Network
Texas
$381K +$381K +20,040 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$367K +$27K +1,417 +8%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$365K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$359K +$14.6K +769 +4%
GWM
33
Geneos Wealth Management
Colorado
$347K +$169K +8,875 +95%
Creative Planning
34
Creative Planning
Kansas
$325K +$4.35K +229 +1%
FHWM
35
Fox Hill Wealth Management
Massachusetts
$305K -$7.35K -387 -2%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$289K +$289K +15,192 New
SM
37
Sweeney & Michel
California
$259K +$259K +15,596 New
SPIA
38
Steward Partners Investment Advisory
New York
$253K +$14K +736 +6%
BMCM
39
Bryn Mawr Capital Management
Pennsylvania
$251K – – –
CFD
40
Creative Financial Designs
Indiana
$250K +$224K +11,809 +886%
Ameriprise
41
Ameriprise
Minnesota
$246K +$29.5K +1,550 +14%
AWA
42
Acorn Wealth Advisors
Michigan
$243K -$8.42K -443 -3%
KPWS
43
Kestra Private Wealth Services
Texas
$234K +$48.9K +2,576 +26%
BAM
44
Belpointe Asset Management
Nevada
$233K +$233K +12,275 New
UCFA
45
United Capital Financial Advisors
Texas
$215K – – –
AAS
46
Avantax Advisory Services
Texas
$209K +$209K +11,024 New
WPW
47
Waldron Private Wealth
Pennsylvania
$209K +$209K +11,000 New
WAAG
48
Wealth Alliance Advisory Group
Kansas
$208K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$206K +$24K +1,265 +13%
AF
50
Apexium Financial
Texas
$203K – – –
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